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Are you looking for the perfect gift for your adult children or other family members? You may want to consider giving the gift of estate planning.
Your Own Estate Planning
Estate planning allows you to create a lasting legacy by creating a personalized plan to provide for family, friends, pets or charities. An estate plan also includes planning for incapacity and end-of-life situations. Your family will have peace of mind knowing that you have set these plans in place.
A typical estate plan can include:
- Living Trust
- Will
- Financial Power of Attorney
- Healthcare Power of Attorney
- Advance Medical Directive (or a “Living Will”)
- Authorization for Release of Protected Health Information (HIPAA Authorization)
- Affidavit of Disposition of Remains
Maybe you have been putting off your estate planning or perhaps your
children have even asked that you get a plan in place. You can give your
family the gift of clarity and peace of mind by getting your own estate
planning done this year.
Estate Planning for Your Loved Ones
After you have your own planning in place, you may realize that your other family members do not. You may be concerned about your aging parents’ lack of planning – what will happen to them if they become incapacitated? Or you may worry about your son or daughter who now has young children of their own – who will care for their children if something should happen to them? Even if your loved ones understand why estate planning is important, it may be financially out of reach for them. Giving a loved one the gift of estate planning will not only provide them with peace of mind and a sense of security.
Estate planning provides peace of mind, clarity for family members and saves time and money in the future.
Give the gift that will last a lifetime. Contact Ball Morse Lowe this holiday season to learn more about gifting an estate planning package to your family members this year, at 405-701-6376.
Do I need a Trust or Will?
